Reinhart Mid Cap PMV Fund Investor Class (RPMMX)

Overview

The fund is dedicated to investing primarily in common stocks issued by mid-capitalization companies, focusing on entities that fall within the market capitalization range of the Russell Midcap® Value Index at the time of purchase. This approach signifies a strategic concentration on mid-sized enterprises that exhibit potential for growth and stability. By allocating at least 80% of its net assets, plus any borrowings for investment purposes, towards mid-cap stocks, the fund aims to capitalize on the unique market position and growth prospects of these companies. Additionally, the fund's flexibility to invest in real estate investment trusts (REITs) further diversifies its portfolio, potentially enhancing the overall return on investment while distributing risks.

Products and Services

The main products and services offered by the fund include:

• Investment in Mid-Cap Stocks: The core investment strategy focuses on purchasing common stocks of mid-capitalization companies, specifically those within the capitalization range of the Russell Midcap® Value Index. The investment philosophy is grounded in the belief that mid-cap stocks offer a balance of growth potential and stability, making them an attractive option for investors seeking to diversify their portfolios with entities that posses both dynamic growth prospects and a degree of financial resilience.
• Investment in REITs: The fund also provides an opportunity to invest in real estate investment trusts (REITs), which offers a way to diversify investment portfolios further. Investing in REITs allows shareholders to indirectly gain exposure to real estate markets, benefiting from the income and long-term growth potential associated with property ownership and management. This diversification option adds an additional layer of potential return on investment, spread across different sectors and markets.